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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

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The Form Editor screen is a full-featured form builder used to create and edit forms and is available at /fw/forms/edit (also /fw/forms/new for creation).

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Overview

This screen loads an existing form when an id query parameter is present (useFormDefinition). It exposes a multi-tab editor covering: Builder (draggable field list with DraggableFieldList and FieldEditorDialog), Wizard (WizardConfigPanel + WizardPreview), Portal (PortalConfigPanel), PDF (PdfExportSettingsPanel + PdfPreviewPanel), Permissions (PermissionManager), and History (FormVersionHistory). Fields can be added, edited, reordered, and deleted. AI field suggestions are available via SuggestWithAIDialog. Form quality scoring is available via FormQualityScoringDialog. Save is blocked when the form name is empty, no organization is selected, or no fields are defined. Saving publishes or drafts the form.

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Who it’s for

  • /fw/forms/new — requires fw.forms.create (FW_PERMISSIONS.FORMS_CREATE).
  • /fw/forms/edit — requires fw.forms.edit (FW_PERMISSIONS.FORMS_EDIT).

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Before you start

  • For new forms, hold fw.forms.create.
  • For editing existing forms, hold fw.forms.edit and supply the id query parameter.
  • An organization must be selected (from useOrganization).

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Steps

1

Open the editor

Navigate to /fw/forms/new to create, or /fw/forms/edit?id=<formId> to edit.
2

Set form metadata

Enter the form name and description.
3

Add fields

Use the Builder tab to add fields. Each field opens FieldEditorDialog for configuration.
4

Reorder fields

Drag fields in DraggableFieldList to set the display order.
5

Configure wizard

Switch to the Wizard tab to set up step-based wizard presentation.
6

Configure portal

Switch to the Portal tab to control external portal availability.
7

Preview PDF

Switch to the PDF tab to configure and preview a PDF export layout.
8

Set permissions

Switch to the Permissions tab to manage who can submit this form.
9

Save

Click Save. The form is saved as draft or published depending on the current status setting.

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Key concepts

  • Prefill rules — configured via PrefillRulesPanel; SME: confirm data sources available for prefill.
  • Wizard config — multi-step presentation of a form; configured via WizardConfigPanel.
  • Form quality score — a score computed by FormQualityScoringDialog; SME: confirm scoring criteria.

Forms & Workflow

Forms & Workflow core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fw.tsx
  • src/cores/fw/pages/FormEditor.tsx
  • src/platform/permissions/constants.ts